Common Menu Options

Verify Labels

In all editors that contain the Current Label column, there is a Verify Labels option available from the Current Label's column header menu.  Selecting this option will open a Scan Printed Labels to Verify dialog that is available for the purpose of verification and error checking.  Using this dialog will not change any data in the database.

To use Verify Labels:

1. Highlight the rows to be scanned in the editor.
2. Click on the Current Label column header.  A menu will appear.
3. Select Verify Labels.  The Scan Printed Labels to Verify dialog will open containing the selected Rows.
4. Select Scan to open the Scan dialog and begin scanning.  
   • The Scanned column will change from No to Yes for each specimen that is successfully scanned.  
   • A row will be added to the error table for each scanned value that does not match the editor.  The error will display the scanned value.
5. After the scan is complete, you may wish to print the editor.
6. Select OK to exit.  

Print Labels

There are several options to print labels. Labels may be printed from the Current Label's column header menu.  This option is available in all tables that contain the Current Label column.  Labels may also be printed from the Print Labels icon, which is available in all editors, or the menu item. Finally, labels may be printed from the Labels Manager tab. To specify a default label template to be used when printing labels, see Default Label Specifications Preference.

To print labels from the icon or menu item:

1. Highlight the rows in the editor to print labels for. To print labels for all rows, do not select any row.
2. Select the Print Labels icon or menu item.  
3. The Printing Labels dialog opens with a message specifying how many labels are being printed, which should match the number of rows highlighted. Select the Ellipsis button next to the Label Spec or enter the path directly for the label to print.
   • In the Select a Label Format dialog, select the label format and press OK.  Select Cancel to exit the dialog.
4. In the Printing Labels dialog, select a printer by selecting the Ellipsis button next to the Printer field (this will show a list of printers filtered by the printing method of the Label Format selected). Highlight a printer and select OK.
5. Select the Print button to send the labels directly to the printer.

1. Follow steps 1-4 above.
2. Select the check box next to “Use Local Printer Configuration”. If selected, the labels will be sent to the Label Printer selected in the Configuration dialog (Tools/Configure).

3. The Advanced button opens the Label Field Assignment dialog with selected label source data. The Printer field and associated code list will be available for the user to re-map fields. The Use Local Printer Configuration checkbox can also be marked on this dialog.

   1. Each label field will be listed with a menu of available BSI data source fields. By default, each label field is set to show the saved label template BSI fields. Modify the source data to change which specimen data is associated with the label fields, then press OK. The Printing Label dialog will open.
   2. Available fields include specimen data, subject data, and Table IDs (Requisition, Data Entry, or Shipment IDs)
   3. From the Printing Label dialog, existing data can be reviewed and modified or additional labels can be generated. Users can select which option to use for label generation:
   • Import - This option will open the Import Wizard immediately.
   • Generate - This option will open the Generate BSI IDs dialog.
   • Key in data - Enter information manually after inserting rows.
   4. From this dialog, select a Printer by clicking the ellipsis next to the Printer field, to print the labels select the Print Labels from the File menu or the icon.
4. Select the Print button to send the labels directly to the printer.

Print Table Rows

Many tables allow for all rows or selected rows to be exported to a document that can then be printed.  Some editors with error tables, such as the Data Entry Editor, have additional options to Print Vials or Print Errors Report.

To print table information:

1. Select the rows to be printed.  

2. Select Print from the File menu or the Print button.  (Select Print Errors Report or the Print Errors Report button to print the error table.)  A Print Source dialog will appear.  (If all rows or no rows are selected, the Print Source dialog will not be displayed; all rows will be printed.)

3. Select Print All Rows or Print Selected Rows. Select OK to continue. The Select Output Type dialog will appear.

4. On the Select Output Type dialog, select one of the following output types:

   • PDF (Adobe Portable Document Format)

   • TXT (comma-delimited text file)

   • TXT (tab-delimited text file)

   • HTML (for web browser)

5. A printable document will be generated containing the information that you specified.  Documents printed from the Data Entry Editor will include the batch type in the upper left corner. To print the document select the print option on the program in which the document opens.

Select Rows

The Specify Rows to Select dialog provides several options for selecting rows in a table in addition to the Standard Search dialog.  Select the radio button next to the desired option and press OK.  Select Cancel to exit the Specify Rows to Select dialog without making any changes to the current selection set.

The options Select from Current Selection Set and Add to Current Selection Set can be used along with some other selection options.

• Select All - All rows in the table are selected.
• Select None - No rows in the table are selected.
• Inverse of Current Selection - This reverses the rows selected in the table so that all rows that had been selected are unselected and all rows that were not selected are selected.
• Select by a Search - This option will open the Standard Search dialog.
• Select [First, Random] __ specimen(s) of each value in column or Select [Volume] __ unit(s) of each value in column - This will select a number of specimens based on a specific column depending on which option is selected.  The number of specimens selected for each value is entered in the text box that is right before "specimen(s)".  The column used is selected from the pull-down menu on the right.
  • First - Selects the first specimen(s) listed in the current sort order for each value in the column selected.

  • Random - Selects random specimens for each value in the column selected.

  • Volume - This selection is associated with the Volume column.  It will select specimens listed in the table required to meet or exceed the number of units entered for each value in the column selected, beginning with the specimen with the largest volume in each group.  For example, if you entered "Select Volume 5 unit(s) of each value in column: Sample ID": For each Sample ID listed in the table, starting with the largest volume, specimens will be selected until the combined volume meets or exceeds 5 units.

• Select Random Percentage - When this radio button is selected, it will enable the slide meter underneath it.  The slide goes from 0 to 100 and represents the percentage of rows in the table that will be selected.  Select the desired percentage and press OK on the dialog to select that random percentage of rows in the table.
• Select Parents - All rows that do not have a parent specimen listed in the Parent ID column are selected.  The Parent ID column must be displayed to use this option.
• Select Children - All rows that have a parent specimen listed in the Parent ID column are selected.  The Parent ID column must be displayed to use this option.
• Select from Current Selection Set - When the checkbox next to this option is checked, the selection results from using one of the above options are only applied to the current selection set in the table.  Any rows not selected in the table when the Specify Rows to Select dialog is opened will NOT be included in the search.
• Add to Current Selection Set - When the checkbox next to this option is checked, the selection results from using one of the above options are applied including the rows in the table that were selected when the Specify Rows to Select dialog was opened.

Find

You can use the Find box below the table to locate data within the table.

1. Type the data you would like to locate in the Find box.
2. Click Find Next (or use the F4 key) to move forward in the table and click Find Prev (or use the F3 key) to move backwards in the table.

Saving a Default User View

Users can save a default user view on most table-formatted managers. The view saves the fields shown on the displayed manager and the field order. This view will be saved between sessions and will not reset until the user chooses to restore the system default view. After the view is saved, the user will be able to edit the default view and resave it.

The managers that do not allow saving default user views are Consent, Kits, Results and Subjects.

To save a default user view on a manager:

1. On a table-formatted manager, use the Hide/Show columns tool to rearrange and hide columns.

2. Once the columns are shown in the desired order, select Save as User Default View from the View menu.

To restore the system view:

1. Select Restore System Default View from the View menu.

Find and Replace

 Use the Find and Replace feature to find values and replace them with something else.

To implement a find and replace:

1. Select the row(s) to edit.

2. Select Edit and highlight Find and Replace or use the keyboard shortcut Ctrl + F.  The Find and Replace dialog will open with text fields Find and Replace. 

3. Enter a value to be changed in the Find text field

4. Enter a value to replace it with in the Replace field.

5. Press the OK button to change the value in the selected fields or press Cancel to close this dialog  without changing values.  If no cells are highlighted, the Confirm dialog asks to Find and Replace on all cells in this table.  If Yes is selected, all the cells are highlighted and the Find and Replace dialog appears.  If No is selected, a Note! appears and asks the user to select specific cells and try again.

Go To Row

The Go to row feature allows users to go to a specific row number on some editors.  This feature is not available on all editors in BSI.  This feature is especially helpful for navigating to a row in a large batch.

To go to a specific row:

1. Select Go to row from the View menu.  The Go to row dialog will open.

2. Enter a row number in the text box.

3. Press the OK button to go to the specified row or press Cancel to close the dialog.

BSI Toolbar

Toolbars are present on most BSI editable tables, providing quick access to options available in that particular table. The available options will depend on which table is being accessed. For instance, the Data Entry batch toolbar will contain the Location Reservation tool, but the Requisition editor toolbar will not, since locations cannot be assigned via that tool in a requisition.

You can customize the toolbar to display additional options, hide icons, or rearrange the icon order. To do this, right click the empty part of the toolbar, then select Edit Toolbar.

Use the arrows and Up/Down buttons to adjust the displayed fields, you can also drag/drop options within the dialog. When finished, select OK to save the changes. Every time you open the same type of table again, the toolbar will match your customization. For instance, if you move the Data Entry batch Save icon to the far right, every subsequent batch you open will also show the button on the far right.

If you customize a toolbar, then decide you preferred the default configuration, you can right click the toolbar and select “Use Default Toolbar” to revert to the system default.